Financial Services Team Coordinator
2 weeks ago
Job Title: Financial Services Team Coordinator
Job Summary:
We are seeking a highly organized and detail-oriented Financial Services Team Coordinator to join our team at Aldrich & Co. As a key member of our support team, you will be responsible for managing busy diaries, liaising with clients, and coordinating meetings.
Key Responsibilities:
- Manage and coordinate diaries for senior team members
- Liaise with clients and coordinate meetings, appointments, and travel arrangements
- Organize client hospitality and events
- Handle invoices and expenses
- Perform CRM tasks and desk administration
Requirements:
- Proven experience as a Team Assistant or PA in the financial services sector
- Ability to stay calm under pressure and maintain a high level of confidentiality
- Strong communication and interpersonal skills
- Proficient in MS Office
About Us:
Aldrich & Co is a leading financial services company that values teamwork and collaboration. We offer a dynamic and supportive work environment, with opportunities for growth and development.
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